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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,391 | $86,940+32.7% | $102,434+12.6% | $80,935+42.6% |
| Participation rate | 36.1% | 72.4%-36.3pp | 76.5%-40.4pp | 67.7%-31.6pp |
| Annual return | 10.35% | 18.89%-8.5pp | 29.46%-19.1pp | 35.66%-25.3pp |
| Employer contribution / active EE | $1,249 | $2,370-47.3% | $3,023-58.7% | $2,757-54.7% |
| Participant deferral / active EE | $2,167 | $4,121-47.4% | $5,055-57.1% | $4,299-49.6% |
| Admin fee / account holder | $1,989 | $8,047-75.3% | $9,462-79.0% | $6,924-71.3% |